About Us
Our team brings together over a century of collective experience across investment management, estate and legacy planning, business advisory, and risk management. We serve as trusted partners to individuals, families, and business owners—helping them navigate complexity with clarity and confidence. Grounded in expertise and driven by purpose, we collaborate to design personalized strategies that not only achieve financial goals but also support a greater vision for lasting impact.
Brett Belliston
Founder, Managing Partner
Zeb Lowe
Managing Partner, CEO
Ryan M. Bohm
Managing Partner
Eric Barlow
Founder, Partner
Tanner Dance
Partner, Chief Investment Officer
Casey Monsen
Partner
Tyler M. Thompson
Wealth Advisor
Alex Graham
Director of Financial Planning, Wealth Advisor
Austin Scott
Wealth Advisor
Mason Miles
Financial Analyst
Penny Paul
Director of Operations, Chief Compliance Officer
Dustin Wheeler
Director of Tax Strategies
Quinn Longhurst
Associate Advisor
Rosa Teklé
Director of Client Relations
Michael Cassidy
Analyst
Lynette Hilgenberg
Director of Family Office
Courtney Anderson
Chief of Staff
Jenny Lund
Client Relations Specialist
April McEvoy
Client Relations Specialist
Shelly Brimley
Client Relations Specialist
Miranda Ivie
Client Relations Specialist
Melissa Sutherland
Reporting Specialist
Lily Florez
Operations Associate
Meg Gillman
Executive Assistant
Carol Bailey
Executive Assistant
Gary Post
Managing Partner of K Fund Capital Management, LLC
Simone Sobel
Principal at K Fund Capital Management, LLC
Chris Russell
Co-Founder, Managing Director of Mercatus Partners, LLC
Zane Beadles
Mercatus Partners, LLC
Scott Vanderhoff
Executive Managing Director
Josephine Booth
EVP, Investor Relations & Operations
Brexton Mortenson
Intern
01.
We earn trust through honesty, transparency, and doing what’s right—always.
02.
We are unwavering in our commitment to our clients. They know we’ll show up, follow through, and fiercely advocate for their best interests.
03.
We take full ownership of our actions and results—delivering excellence with consistency and care.
04.
We listen deeply, understand personally, and lead with compassion—because true guidance starts with connection.
05.
We operate with intention. Every strategy is aligned with what matters most to ourclients—their goals, values, and legacy.
06.
We hold ourselves to the highest standards. We pursue precision, discipline, and continuous improvement in everything we do.
To bring structure to complexity and intention to wealth —helping families turn financial success into a legacy that endures.
At Andina Advisors, we guide families through the CLIMB process—our disciplined, values-driven approach to multigenerational wealth. We begin by Collaborating to clarify your vision and values, then Luminate the path forward with a customized strategy designed to reflect your goals. We Implement thoughtful, tailored solutions, Monitor progress with precision, and ultimately Build a legacy that endures. With a steady hand and a long-term perspective, Andina Advisors is committed to helping you ascend with purpose—one step at a time.
The CLIMB Process
Your Journey to a Legacy With Vision, Precision, and Purpose.
CLIMB: Our Framework for Building Financial Legacies
C – Collaborate to clarify your vision and values
L – Luminate the path with a personalized strategy
I – Implement tailored solutions
M – Monitor progress with precision
B – Build a legacy that lasts
At Andina Advisors, philanthropy is more than a gesture, it’s a reflection of our values. We are proud to support a diverse group of charitable organizations that align with the causes our firm and our clients care deeply about. Through strategic giving and hands-on service, we strive to create lasting impact where it matters most. Because building a legacy isn’t just about wealth, it’s about strengthening the communities we’re part of.
